Using the Report Query Wizard
The Query Wizard is a series of dialog boxes that you cycle through to create a report query.
To use the Query Wizard:
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1
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Open 4-2 Payable Invoices/Credits or any window where you can recall existing records. |
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2
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On the toolbar, click the Find Records button. |
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3
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In the Query List window, press the New button. |
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4
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Enter a query title in the Query Title field to be displayed at the top of the report and click Next. |
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5
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To select the fields you want to display, in the Layout the Report window, do the following: |
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a
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In the Tables list, select a database table. |
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b
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In the Fields list, select the fields you want to display. |
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6
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In the bottom panel, you can do the following actions: |
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Add grouping to the report by dragging columns to the group area in the dark gray band. A maximum of three fields can be used for grouping.
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Add sorting by clicking on a column. The number that appears next to the column name is the next consecutive number after the last group. If no groups are defined, the sort column displays a 1. You can have multiple sorts in the main column row by holding the shift key when clicking additional columns.
- Add sorting by clicking on a column. The number that appears next to the column name is the next consecutive number after the last group. If no groups are defined, the sort column displays a 1. You can have multiple sorts in the main column row by holding the shift key when clicking additional columns.
- Add sorting by clicking on a column. The number that appears next to the column name is the next consecutive number after the last group. If no groups are defined, the sort column displays a 1. You can have multiple sorts in the main column row by holding the shift key when clicking additional columns.
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7
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Repeat steps a through c until you have selected all the tables and fields you want to display in your query, then click Next. |
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8
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To select the fields by which you want to sort the data, in the Define the Selection Criteria dialog box, do the following: |
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a
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In the Tables list, select a database table. |
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b
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In the Fields list, select the fields by which you want to sort the query results |
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9
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In the bottom panel, you can do the following actions: |
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Select the comparison option to set as the default.
Note:
For example, if you would like the default to be between or equal, you can set that as the default on the report printing window.
- Lock criteria values to fix those values permanently in the report.
Note:
For example, in an invoice report that should exclude voided invoices, lock the invoice status criteria as 'Less than 5-Void.'
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10
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Repeat steps a through c until you have selected all the tables and fields by which you want to sort your query results, then click Finish. |
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11
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In the Query List window, click the report you want to run, and click Run. |
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12
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Enter any values necessary for the selection criteria presented, and click Run. |
To create a query:
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1
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On the File menu, click Find. |
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3
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In the Name box, enter the name of the query. |
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4
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Using the Query Wizard, create the query. |
Tip: After you create a query, Sage 100 Contractor automatically saves it.
To run a saved query:
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5
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On the File menu, click Find. |
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6
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In the list, click the query you want. |
To delete a saved query:
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1
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On the File menu, click Find. |
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2
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In the list, click the query you want. |
More resources
For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.
For additional training on Sage products, visit Sage University.